WPWealth LLP AAPL Holdings History
WPWealth LLP's Apple Inc Holding Summary
As of 2024-12-31, WPWealth LLP held 25,482.00 shares of Apple Inc(AAPL), totaling $6.38 Mil. This investment constitutes 1.3% of their stock portfolio, and WPWealth LLP now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2022Q4. And since then WPWealth LLP has made 5 purchases of AAPL, at an average price of $147.06, for a total of 26,950.00 shares. In addition, there have been 3 sales at an average price of $205.41 for 1,468.00 shares. Based on historical transaction data and AAPL's current price of $209.95, WPWealth LLP's estimated gain on his AAPL holdings is $1.69 Mil, reflecting a 42.59% gain to date.
WPWealth LLP AAPL ($209.95) Holding Chart
WPWealth LLP AAPL ($209.95) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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